We are live on ! Find out more

1,898 hedge funds and large institutions have $99.4B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 769 increasing their positions, 609 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 94

26% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 609

5% more funds holding

Funds holding: 1,8021,898 (+96)

1.39% more ownership

Funds ownership: 89.17%90.56% (+1.4%)

0% more call options, than puts

Call options by funds: $396M | Put options by funds: $395M

4% less capital invested

Capital invested by funds: $104B → $99.4B (-$4.21B)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,898
Holders Change
+96
Holders Change %
+5.33%
% of All Funds
25%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.55%
New
221
Increased
769
Reduced
609
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1301
Advisory Alpha
Michigan
$426K -$8.23K -29 -2%
AWE
1302
Avidian Wealth Enterprises
Texas
$426K +$6.53K +23 +2%
CC
1303
Callan Capital
California
$426K +$55.7K +196 +15%
WEG
1304
World Equity Group
Illinois
$426K +$437K +1,540 New
SIM
1305
Sentry Investment Management
Wisconsin
$422K -$70.7K -249 -14%
GF
1306
Gries Financial
Ohio
$422K +$115K +405 +36%
AF
1307
Alerus Financial
North Dakota
$421K -$50.5K -178 -10%
PAM
1308
Palisade Asset Management
Minnesota
$421K +$148K +520 +52%
RGC
1309
Roberts, Glore & Co
Illinois
$420K
RWM
1310
RBA Wealth Management
California
$419K
4WM
1311
44 Wealth Management
Oregon
$417K -$20.2K -71 -4%
SAM
1312
Steinberg Asset Management
New York
$416K
PFWA
1313
Paces Ferry Wealth Advisors
Georgia
$415K -$9.65K -34 -2%
FI
1314
Fosun International
China
$412K
Empower Advisory Group
1315
Empower Advisory Group
Colorado
$411K +$63.6K +224 +18%
CWA
1316
Clearview Wealth Advisors
Oregon
$411K -$4.26K -15 -1%
SAM
1317
Sawgrass Asset Management
Florida
$411K -$19.6K -69 -4%
VC
1318
Vicus Capital
Pennsylvania
$409K +$5.96K +21 +1%
SAM
1319
Sompo Asset Management
Japan
$409K
AP
1320
Americana Partners
Texas
$406K -$1.14K -4 -0.3%
FFA
1321
Florida Financial Advisors
Florida
$403K +$1.14K +4 +0.3%
LAM
1322
L2 Asset Management
Massachusetts
$401K -$44.3K -156 -10%
TA
1323
Tectonic Advisors
Texas
$400K +$1.42K +5 +0.3%
ST
1324
Smithfield Trust
Pennsylvania
$400K
WCM
1325
Weik Capital Management
Pennsylvania
$399K

CB Hedge Fund Activity: Q4 2024 in Review

1,898 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2024, worth a combined $99.4B — down 4.1% from $104B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new CB positions and 94 closed out — a net gain of 127 holders — while 769 added to existing stakes and 609 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,898 institutional investors held Chubb (CB) as of Q4 2024, up from 1,802 in Q3 2024.
  • Funds reported $99.4B of Chubb stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 221 funds opened new Chubb positions in Q4 2024 and 94 closed out, a net change of +127 holders.
  • The largest Chubb buyer in Q4 2024 was Demars Financial Group, an estimated $1.52B added.
  • The largest Chubb seller in Q4 2024 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.